Mail Activity Plan Domain

mail_activity_plan_domain · OCA/mail

    Repository
    OCA/mail · module folder · Try on Runboat
    Module version
    1.0.0
    Category
    Discuss
    Folder size
    0.06 MB
    License
    AGPL-3
    Application
    No
    Auto-installable
    No
    Website
    https://github.com/OCA/mail
    Last tracking update
    2026-08-07 08:42:57
    Authors
    Odoo Community Association (OCA), Tecnativa
    Maintainers
    Odoo Community Association (OCA), Tecnativa
    Committers
    Víctor Martínez, Weblate, OCA-git-bot, oca-ci
    Odoo dependencies
    odoo/odoo:
    - mail
    - base
    - base_setup
    - web
    - bus
    - web_tour
    - html_editor
    Python dependencies
    None
    System dependencies
    None
    Required by
    None
    Description
    This module extends Odoo's activity plan feature with domain-based filtering at
two levels:

**Plan domain**

Each activity plan gains a *Domain* field. Only records matching this domain
will have the plan available in the scheduling wizard
(`mail.activity.schedule`). This lets you restrict plans to, for example,
company-type partners or records in a specific stage.

**Template domain**

Each line of an activity plan (template) gains its own *Domain* field. When
executing a plan, activities whose template domain does not match the target
record are silently skipped. This allows a single plan to cover heterogeneous
records while still generating only the relevant activities per record.

**Notes**

- The error preview shown in the scheduling wizard (missing responsible,
  etc.) deliberately ignores template domains so that all potential
  configuration issues remain visible.
- When scheduling a plan on multiple records, execution is serialized
  record by record so that each record is evaluated independently against
  both plan and template domains.
- Domain syntax follows the standard Odoo domain format,
  e.g. `[('is_company', '=', True)]`.

    Code Analysis ⓘ

    Views touched (3)
    XML IDNameModelTypeStatus
    mail_activity_plan_template_view_form_domain mail.activity.plan.template.view.form.domain mail.activity.plan.template form Inherits mail.mail_activity_plan_template_view_form
    mail_activity_plan_view_form_domain mail.activity.plan.view.form.domain mail.activity.plan form Inherits mail.mail_activity_plan_view_form
    mail_activity_plan_view_form_template_domain mail.activity.plan.view.form.template.domain mail.activity.plan form Inherits mail.mail_activity_plan_view_form
    HTTP endpoints (0)

    No HTTP endpoints found for this module.

    Models touched (3)

    New fields (1)
    • domain Char
      default='[]' help="Domain to filter the records on which this plan is applicable. Leave empty or use '[]' to apply to all records of the target model."
    Public methods (0)

    No public methods.

    New fields (1)
    • domain Char
      default='[]' help="Domain to filter the records for which this activity will be scheduled. Leave empty or use '[]' to always schedule this activity."
    Public methods (0)

    No public methods.

    New fields (0)

    No new fields.

    Public methods (1)
    • action_schedule_plan(self)

    Loading…